Deane Retirement Strategies’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
67,180
-32,542
| -33% | -$2.03M | 1.88% | 22 |
|
|
2025
Q1 | $5.88M | Buy |
99,722
+2,672
| +3% | +$157K | 2.8% | 11 |
|
|
2024
Q4 | $4.8M | Buy |
97,050
+1,868
| +2% | +$92.5K | 2.42% | 11 |
|
|
2024
Q3 | $4.73M | Sell |
95,182
-529
| -0.6% | -$26.3K | 2.31% | 10 |
|
|
2024
Q2 | $4.2M | Sell |
95,711
-1,566
| -2% | -$68.7K | 2.16% | 10 |
|
|
2024
Q1 | $4.08M | Sell |
97,277
-334
| -0.3% | -$14K | 2.07% | 16 |
|
|
2023
Q4 | $3.81M | Buy |
+97,611
| New | +$3.81M | 2.08% | 13 |
|
|
2022
Q4 | – | Sell |
-103
| Closed | -$3K | – | 74 |
|
|
2022
Q3 | $3K | Sell |
103
-99,807
| -100% | -$2.91M | ﹤0.01% | 59 |
|
|
2022
Q2 | $3.43M | Sell |
99,910
-1,066
| -1% | -$36.6K | 2.13% | 13 |
|
|
2022
Q1 | $3.69M | Buy |
+100,976
| New | +$3.69M | 2.04% | 15 |
|